Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,756 | $183,592-41.9% | $155,567-31.4% | $145,959-26.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.62% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $4,235 | $5,315-20.3% | $4,674-9.4% | $4,661-9.1% |
| Participant deferral / active EE | $5,684 | $6,464-12.1% | $5,628+1.0% | $6,689-15.0% |
| Admin fee / account holder | $2,129 | $19,318-89.0% | $15,916-86.6% | $13,398-84.1% |